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Sawyer Merritt

@SawyerMerritt

Jul 15, 2021 • 18 tweets • 5 min read • Read on X

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NEWS: Adam Jonas Just Put Out An Extensive 17 page Research Report on $TSLA Aviation:

"The chance that Tesla doesn't ultimately offer products & services to the eVTOL/UAM market is remote. The potential skills transferability & network adjacencies are too strong to ignore"

1/17

"Based on our global eVTOL/UAM model (a $9tn TAM by 2050), discounted back to the present on a per-share basis, we’re coming up with potential preliminary outcomes on the order of $100 per Tesla share on low-end to approximately $1,000 per Tesla share (or more) on the high end."

3/17

4/17

5/17: "We estimate Tesla battery production to be in the range of 500GWh to 1TWh by 2030."

"Tesla's arguably the most vertically integrated auto manufacturer in the world; We look at the opening of manufacturing in Berlin/Austin as an opportunity to demonstrate how much more efficient their manufacturing process can be compared to Fremont & even compared to Shanghai"

7/17: Tesla Aviation could be worth over $1.5 Trillion

8/17

9/17: "Our key message to investors: Temper your excitement with patience. The market opportunity for eVTOL/UAM could be far bigger than you think, but we believe it may require decades to reach high volume commercialization"

10/17

11/17

12/17

13/17

14/17

15/17: "Bull Case: An Aerial Society: Global Total Addressable Market: ~$4.4t n by 2040 and $18.9tn by
2050 (~11 to 12% of projected Global GDP)."

16/17

17/17

I have put the full report in a Google Drive for anyone to access. The link is below. And before you say anything, yes Morgan Stanley is fine with this lol.

Link to full report: drive.google.com/drive/folders/…

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More from @SawyerMerritt

Sawyer Merritt

@SawyerMerritt

Aug 6

Motortrend has released some up close photos of Waymo's 6th-generation Robotaxi hardware, which is used on an all-electric RT van from Chinese EV company Zeekr.

The van has 10 tiny 3" windshield wipers to clean all the sensors. Waymo confirmed that all the vehicle’s wiper wash spray nozzles draw from a single central reservoir, indicating some complicated ducting beneath the skin to reach the cameras.

Waymo's 6th-generation hardware includes:
• 13 cameras
• 4 lidar
• 6 radar
• An array of external audio receivers (EARs)

Waymo: "Our new sensor suite is optimized for greater performance at a significantly reduced cost, without compromising safety. It provides the Waymo Driver with overlapping fields of view, all around the vehicle, up to 500 meters away, day and night, and in a range of weather conditions."

Waymo also told Motortrend: “Supporting each of our sensors are preventive measures—from coatings and heaters to wipers and sprayers—to keep our sensors clean and the Waymo on the road in some of the harshest conditions. We have designed a compressive automated onboard cleaning system, along with a robust cleaning policy that detects and dictates when and how to clean the sensors and under what conditions, all without human intervention.”

The company has been testing this sixth generation hardware and the new van on public roads for over a year. The Zeekr RT van is produced exclusively for Waymo.

More photos of the exterior, interior and sensors in the thread below:

Read 4 tweets

Sawyer Merritt

@SawyerMerritt

Feb 19

Here's a thread of the official before and after Cybertruck crash test photos from the NHTSA.

Tesla's Cybertruck scored the lowest overall probability of injury & lowest chance of rollover (12.4% rollover risk) of any pickup truck tested by the NHTSA. Overall, it got 5-Stars.🧵

Pre And Post-Test Front View of Test Vehicle

Pre and Post-Test Windshield View

Read 7 tweets

Sawyer Merritt

@SawyerMerritt

Oct 25, 2024

NEWS: Volkswagen has re-launched the Scout brand, but it's an electric brand this time. Tonight they unveiled two vehicles for the U.S.

Scout Traveler SUV:
• Starting price: Under $60,000
• Range: Up to 350 miles, with option for 500 miles with built-in gas generator
• Towing capacity: 7,000 lbs
• 0-60 mph: As low as 3.5s
• NACS, 800v architecture, up to 350kW fast charging and have bi-directional charging capability
• Option for 35" tires. 12" of ground clearance, 3 feet
of water fording capability
• Production starts in South Carolina in 2027. $100 reservations now open

Scout Terra Pickup Truck:
• Starting price: Under $60,000
• Range: Up to 350 miles, with option for 500 miles with built-in gas generator
• Towing capacity: 10,000 lbs
• 0-60 mph: As low as 3.5s
• bench style seat in the front
• NACS, 800v architecture, up to 350kW fast charging and have bi-directional charging capability
• Option for 35" tires. 12" of ground clearance, 3 feet
of water fording capability
• 5.5-foot pickup bed which offers two 120V power outlets and one 240V power outlet
• Production starts in South Carolina in 2027. $100 reservations now open

Lots more photos in the thread below: